Chris Martenson is good and was one of the first out with a correct forecast on the coronavirus. Take the 25 minutes to get more informed. “Japan is going to the place where it is going to blow up next.” Exponential Growth Outside Of China
February 18, 2020 By Walt Custer SEMI Data through December showed a steady recovery in the global electronics supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late … More SEMI Equip Growth Continued Through Year-End, Coronavirus Looms
Toyota and Volkswagen each sell over 10 million cars annually. Tesla delivered close to 370,000 in 2019. In terms of electronics technology, however, Tesla is light years ahead of the industry leaders. According to Nikkei, Tesla’s integrated central control unit, or “full self-driving computer,” also known as Hardware 3, is the company’s biggest advantage in … More Tesla Hardware 3: “It could end the auto industry supply chain as we know it”
Feb.10 — Daniel Ives, managing director at Wedbush Equity Research, discusses the potential market and business impact of Hon Hai Precision Industry Co. postponing resumption of production at its main iPhone-making unit due to the ongoing effects of the coronavirus. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”
Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame. It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact will depend on how contagious and lethal it reveals itself. There is a supply shock … More The Global Supply & Demand Shock Of The Coronavirus
Pegatron, the world’s second-largest contract manufacturer of electronics, announced plans to have new factories in Indonesia and Vietnam in operation by the end of the year. The company’s trying to reduce its reliance on its plants in China, where operating costs have risen due to higher labor costs and the U.S.-China trade war. Pegatron is among … More Pegatron To Open Plants In Indonesia and Vietnam
Last week we posted the video, Sony Builds A Car. The trend continues with traditional consumer tech companies desperate to get into the automobile industry. LG and Cerence Inc. – which recently spun off from Nuance Communications – have signed a memorandum of understanding to develop a new software solution that integrates LG’s webOS Auto … More Electronics Rush To Auto Continues – LG And Cerence Sign MOU
The price of copper, a key barometer for the global economy, is set to move higher in 2020 with capital spending for new production depressed and inventories tapped out as U.S.-China trade tensions ease. The U.S-China trade war limited mining activity and kept manufacturer inventories lean. Warehouses tracked by the three international exchanges, the … More Copper Prices Set To Move Higher In 2020
Swissbit, the specialist provider of data-storage and security solutions for industrial applications and the Internet of Things have opened a state-of-the-art electronics production facility in Berlin, Germany. Swissbit has tripled its production capacity for highly integrated electronics and is set to increase the number of jobs in development and production from 200 to up to … More Swissbit Opens New Production Facility In Berlin